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Schwab Fundamental Emerging Markets Large Company Index ETF

285 hedge funds and large institutions have $4.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
285
Holders Change
+7
Holders Change %
+2.52%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
39
Increased
107
Reduced
82
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.16B 117,897,939 +1,504,375 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$157M 5,864,268 +879,903 +18%
Victory Capital Management
3
Victory Capital Management
Texas
$99.8M 3,727,808
UA
4
Unison Advisors
District of Columbia
$72.7M 2,714,228 -81,258 -3%
Morgan Stanley
5
Morgan Stanley
New York
$50.6M 1,890,277 +175,260 +10%
Bank of America
6
Bank of America
North Carolina
$47M 1,755,861 -14,042 -0.8%
MIS
7
Morningstar Investment Services
Illinois
$46.3M 1,738,029 -144,787 -8%
FM
8
Foster & Motley
Ohio
$37.3M 1,393,191 +7,658 +0.6%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$32.8M 1,224,020 -5,630 -0.5%
AL
10
Aspiriant LLC
California
$27.7M 1,033,422 -4,455 -0.4%
AA
11
ALPS Advisors
Colorado
$18.8M 700,934 -3,755 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.9M 631,658 -38,884 -6%
YAL
13
Your Advocates Ltd
Texas
$15.1M 564,583 -3,121 -0.5%
MIM
14
Morningstar Investment Management
Illinois
$15M 558,841 +123,510 +28%
KLI
15
Kelman-Lazarov Inc
Tennessee
$14.1M 527,508 +29,114 +6%
UBS Group
16
UBS Group
Switzerland
$13M 486,016 +74,610 +18%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$12.9M 483,272 +8,892 +2%
HWA
18
HHM Wealth Advisors
Tennessee
$12.2M 454,929 +16,015 +4%
ML
19
McAdam LLC
Pennsylvania
$12.1M 450,675 -7,397 -2%
Charles Schwab
20
Charles Schwab
California
$11.6M 433,230 -7,118 -2%
BCI
21
Brinker Capital Investments
Pennsylvania
$10.7M 398,463 +173,075 +77%
OPS
22
Orion Portfolio Solutions
Nebraska
$10.7M 398,463 +173,075 +77%
RCA
23
Resonant Capital Advisors
Wisconsin
$10.5M 392,431 +1,600 +0.4%
CWM
24
Cabot Wealth Management
Massachusetts
$9.5M 354,751 +744 +0.2%
EWA
25
Exencial Wealth Advisors
Oklahoma
$9.46M 353,482 -2,823 -0.8%